Other · DOL Form 5500 · 2024
Caromont Health, Inc. Retirement Plan
Data updated 2026-08-25
- $511M
- Total assets Above avg plan size
- 4,913
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $103,970
- Avg per participant Below avg balance/head
Official DOL plan name: Caromont Health, Inc. Retirement Savings Plan · Sponsored by Caromont Health, Inc. · North Carolina · Healthcare & Social Assistance
$511M in assets, 4,913 participants
Caromont Health, Inc.'s Caromont Health, Inc. Retirement Savings Plan reported $511M in total assets and 4,913 participants in its 2024 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #16,461 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Caromont Health, Inc. Retirement Savings Plan covers 4,913 participants in North Carolina, 6.0x the typical North Carolina plan (state average ~819 per filing). Assets: $511M.
- #16,461
- in Healthcare & Social Assistance (16,916 peers)
- +15.0%
- assets growth YoY
- 5.1×
- vs typical plan assets (national mean)
Caromont Health, Inc. Retirement Savings Plan's outsized position by total assets
Caromont Health, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$510,802,535 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Caromont Health, Inc. Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caromont Health, Inc. Retirement Savings Plan lands in the large band (4,913 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caromont Health, Inc. Retirement Savings Plan end-of-year assets rose from $444M in the plan year 2023 filing to $511M in the plan year 2024 filing.
- Caromont Health, Inc. Retirement Savings Plan reported participants rose from 4,458 in the plan year 2023 filing to 4,913 in the plan year 2024 filing.
- Caromont Health, Inc. Retirement Savings Plan reported net income fell from $69M in the plan year 2023 filing to $67M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 581636959 · Caromont Health, Inc. PY 2024 · Other
Caromont Health, Inc. Retirement Savings Plan · $511M · 4,913 · 97th
- PART $511M
- TYPE 4,913
- NET 97th
- BOOK Other
- VS-ST near All Childrens Health System, Inc. 403(b) Savings Plan
- BOY ind #16461
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in North Carolina →
Caromont Health, Inc. Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $444M |
|---|---|
| Net Assets (End of Year) | $511M |
| Net Income | $67M |
| Employer EIN | 581636959 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caromont Health, Inc.)
Sponsor-wide plan assets over time
All Caromont Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $569M 3.0602434618950616% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,920 | $587M |
| 2023 | 2 | 5,116 | $557M |
| 2024 | 2 | 5,532 | $569M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Firsthealth of the Carolinas, Inc. Matching Savings Plan $451M · 5,933
Caromont Health, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is All Childrens Health System, Inc. 403(b) Savings Plan in FL ($514M); by covered participants it is Hartford Healthcare 403(b) Plan in CT (4,887 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($511M here).
- All Childrens Health System, Inc. 403(b) Savings Plan (FL) $514M · 3,838
- Midwestern University Retirement Plan (IL) $508M · 1,636
- Children's Medical Center of Dallas Employee Savings Plan 401(a)Component (TX) $507M · 10,127
- New York Blood Center Retirement Plan (NY) $505M · 2,629
Similar participant headcount
Nearest other-state filings by covered participants (4,913 participants); asset peers above are excluded.
- Hartford Healthcare 403(b) Plan (CT) 4,887 · 26 off
- Georgetown University Defined Contribution Retirement Plan (DC) 4,882 · 31 off
- New York University Retirement Plan for Adjunct Faculty Members (NY) 4,872 · 41 off
- Cape Cod Healthcare 403(b) Partnership Plan (MA) 4,851 · 62 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.